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Sustainability: From Narrative to Fundamentals

February 5, 2026 · 24 min

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As sustainability grows noisier and more politicized, investors are being forced to look past the headlines and focus on fundamentals. Laura Nishikawa, Head of Emerging Risks R&D at MSCI, and Jenn-Hui Tan, Chief Sustainability Officer at Fidelity International, discuss the economic signals, climate risk and investor decisions shaping the transition.

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